Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISOR RESOURCE COUNCIL | 04-19-2024 | 03-31-2024 | 236 | 236,870,818 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HERSHEY CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -638 | -33.23 | 12-31-2023 |
| VERIZON COMMUNICATIONS INC | COM | 952 | $255,955 | 6,761 | 0.00 | 0.00 | -14,856 | -68.72 | 03-31-2024 |
| ISHARES TR | 1 3 YR TREAS BD | 953 | $254,488 | 3,102 | 0.00 | 0.00 | -54,706 | -94.63 | 03-31-2024 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 954 | $252,906 | 1,995 | 0.00 | 1,995 | +Inf | 03-31-2024 |
